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LGT Financial Advisors’s Chevron CVX Stock Holding History

LGT Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06M Sell
5,123
-1,024
-17% -$187K 5.43% 6
2025
Q4 		$937K Sell
6,147
-398
-6% -$60.6K 5.74% 5
2025
Q3 		$1.02M Hold
6,545
– – 2.19% 12
2025
Q2 		$937K Buy
6,545
+550
+9% +$77.5K 2.38% 12
2025
Q1 		$1M Sell
5,995
-1,939
-24% -$304K 3.06% 7
2024
Q4 		$1.15M Buy
7,934
+1,983
+33% +$304K 2.54% 5
2024
Q3 		$876K Sell
5,951
-191
-3% -$28.4K 2.16% 8
2024
Q2 		$961K Sell
6,142
-6,693
-52% -$1.07M 2.03% 7
2024
Q1 		$2.02M Buy
12,835
+39
+0.3% +$5.88K 2.35% 6
2023
Q4 		$1.91M Sell
12,796
-441
-3% -$66.7K 2.33% 8
2023
Q3 		$2.23M Sell
13,237
-6,664
-33% -$1.08M 2.84% 4
2023
Q2 		$3.13M Buy
19,901
+4,219
+27% +$676K 3.33% 4
2023
Q1 		$2.56M Buy
15,682
+2,511
+19% +$421K 4.76% 4
2022
Q4 		$2.36M Buy
+13,171
New +$2.3M 2.78% 10

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return